Roboadvisors are so 2015. Roboadvisors for women are what all the cool kids are talking about in 2016. Roboadvisors are, at the core, software. So, can this software be designed to serve women better?Read More

Shortly after I launched my firm, a woman I’d worked with in my past life reached out to me. She wanted to talk about how I might help her with some company stock (okay, a lot of company stock). And out of the gate, she asked, “So what’s your financial planning philosophy?”Read More

I have a full roster of roles in my life as a mother: Keeper of cleanliness, provider of nourishment, principal cheerer-upper, fixer of boo-boos, birthday party planner, and organizer-in-chief. Some of these things I like to do, cooking principally, and others I do because they need to get done. Cleaning – I’m talking to you. Read More

If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.Read More